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What will my qualified plan(s) be worth at retirement?

It may surprise you how significant your retirement accumulation may be simply by contributing regularly to a qualified plan. Use this calculator to estimate how much you may accumulate by saving in a qualified plan.

Common Assumptions

Years until retirement (1 to 50)

Current annual income ($)

Annual salary increases (0% to 20%)

Annual before tax return on savings (-12% to 12%)

Employer-Sponsored Retirement Plans

Current balance ($)

Current plan contribution (% of salary)(0% to 25%)

Employer match (Example: $ for $ match = 100%)(0% to 300%)

Maximum employer match (0% to 20%)

Individual Retirement Plans

Current balance ($)

Current annual contribution ($)

Rate at which contributions increase (0% to 300%)

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.